In late October, the centralized procurement market recovered slightly, and the scale of bidding and bidding increased.
According to the incomplete statistics of the digital new energy DataBM. Com, In two weeks (10.18-10.31), the capacity of the announced photovoltaic module collection and calibration projects is about 1.3GW . The total amount of bidding projects for centralized procurement of PV modules is about 3.5G W . Among the projects that
have won the bid and the candidates for winning the bid, the bidding unit price of enterprises is 0.67-0.81 yuan/W , and the average bidding unit price is 0.73 yuan/W . The quotation range is large, but more than 50% of the enterprises offer more than 0.70 yuan/W. The lowest price comes from the base station photovoltaic module equipment procurement project of Tower Energy Hunan Branch in 2025-2026, and the unit price of 0.670 yuan/W is quoted by Nanjing Eurotherm Electric Co., Ltd; The highest price comes from the photovoltaic module procurement project of the EPC general contracting project of the 4.06 MW distributed photovoltaic power generation project of Baishazhou Waterworks in Wuhan. Hunan Red Sun New Energy Technology Co., Ltd. reported a unit price of 0.813 yuan/W .
The specific bidding information is as follows:
the demand for centralized procurement bidding has increased, and the biweekly demand has reached more than 3.5G W. The main procurement types are TOPCon and BC components , and the power requirements are generally above 630W.
It is worth noting that in this week's centralized procurement of photovoltaic modules framework (the first batch) project of the Three Gorges Group in 2026, the efficiency requirements of the procurement components are clearly marked, and the conversion efficiency of the first bid section is 22.83% or more . The second bid section requires a conversion efficiency of 23.8% or more . However, according to the research of Digital New Energy DataBM. Com, the number of manufacturers who can achieve mass production conversion efficiency of 23.8% or more in the current component market is very small (no more than 3).
In addition, according to manufacturers, about three leading enterprises will gradually upgrade the power and efficiency of component products by the end of this year, and the conversion efficiency requirements of these centralized procurement projects may further promote other manufacturers to accelerate the pace of product upgrading.
It is worth noting that, according to the incomplete statistics of the digital new energy DataBM. Com, about 0.3 GW of centralized mining projects have been abnormal in the past three weeks, including the reasons of flow mark, waste mark and multiple delays . In the short term, it may affect the landing and grid-connected rhythm of some projects. However, in the long run, it reflects the current supply side's doubts about the price of photovoltaic modules, avoiding "winning the bid is a loss", and the market wait-and-see sentiment is still strong.
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